EA

    Houston Friend

    Financial Planner/Tax Professional

    Redeem Wealth Management
    Gilbert, ArizonaNo minimum minimum

    About Houston

    I love helping families and small business owners optimize their financial life, especially in the area of taxes. I have 8 years of investment industry experience and earned the tax professional designation as an Enrolled Agent (EA). I spent time with some of nation’s largest financial firms, includ...

    Areas of focus

    Tax PlanningFinancial PlanningRetirement PlanningPortfolio Construction

    Credentials & background

    Designations

    EA

    Licenses

    Series 65

    Education

    Secondary Education, Highly Qualified in English Language Arts Arizona Christian University, baccalaureate university affiliated with the Conservative Baptist Association of America in Phoenix (2012)

    Clients served

    RetireesSurviving SpousesDivorceesBusiness OwnersStartup EmployeesTech Employees

    The firm

    Redeem Wealth Management